Seminar Topics

Captivating the Wealthy Investor

Specialized Topics

Advisors' Comments about our seminars

Next Steps - How To Book Seminars

Pricing

The cost of training plus follow-up is $4,000 per presentation day plus traveling expenses. This includes customization of topics, handouts, Action Plans, One-on-one sessions, evaluations, follow-up conference calls and e-mails.

Sponsorship

Value added educational training for Financial Advisors in a classroom setting has been supported by various money management firms from time to time. Please call to discuss your specific situation.

Contact Us to discuss either bookings or sponsorship arrangements.